Morningstar
MORN
MORN
410 hedge funds and large institutions have $8.25B invested in Morningstar in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 165 increasing their positions, 105 reducing their positions, and 32 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
8% more capital invested
Capital invested by funds: $7.63B → $8.25B (+$614M)
5% more funds holding
Funds holding: 392 → 410 (+18)
0.04% more ownership
Funds ownership: 60.33% → 60.37% (+0.04%)
Holders
410
Holding in Top 10
2
Calls
$5.55M
Puts
$1.53M
Top Buyers
| 1 | +$54.4M | |
| 2 | +$31.8M | |
| 3 | +$26.4M | |
| 4 |
Invesco
Atlanta,
Georgia
|
+$22.4M |
| 5 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$19.1M |
Top Sellers
| 1 | -$210M | |
| 2 | -$26.7M | |
| 3 | -$23.6M | |
| 4 |
Bank of New York Mellon
New York
|
-$14M |
| 5 |
JP Morgan Chase
New York
|
-$13M |